MEDDPICC Qualification Prompt Pack for AI Sales

Date Created

Apr 19, 2026 1:36 PM

Type

Deals

Description

Brazn AI | MEDDPICC prompt pack.

Author

Alex Margarit, Sales AI Expert, SaaS Sales Leader, BMC, ServiceNow, Docusign — 25+ years in SaaS sales.

The MEDDPICC Qualification Prompt Pack

Brazn AI built this MEDDPICC prompt pack to help SaaS sales teams qualify B2B deals consistently with AI. MEDDPICC is a framework for what to know about a deal. The prompt pack below is a framework for how to use AI to accelerate the process of building, assessing, and acting on that knowledge.

Each prompt is designed to be used with Brazn AI (or any AI tool) using a call transcript, CRM data, or rep notes as input.

Discovery Preparation Prompts

Prompt 1: Pre-call MEDDPICC gap analysis

"Review the following deal context and identify which MEDDPICC elements are established, which are partial, and which are missing entirely. For each missing or partial element, suggest the single most important question to ask on the next call to address it.

Deal context: [paste CRM notes, previous call summary, or deal record content]"

Prompt 2: Discovery question generator by MEDDPICC element

"Generate 3 discovery questions for each of the following MEDDPICC elements that are currently missing or partial in this deal. Questions should be open-ended, conversational, and appropriate for [stage: first discovery / second discovery / evaluation call].

Missing elements: [list elements]

Deal context: [company name, ICP, what's been established so far]"

Prompt 3: Pain hypothesis builder

"Based on the following account information, generate a specific pain hypothesis for this company — the most likely business problem they have that [product name] solves, stated in terms the Economic Buyer would use.

Account information: [company name, industry, headcount, funding stage, recent news, job postings, any known tech stack]"

Post-Call Extraction Prompts

Prompt 4: MEDDPICC extraction from call transcript

"Read the following call transcript and extract any evidence for each MEDDPICC element. For each element, quote the specific language from the transcript that constitutes evidence. If no evidence exists for an element, state 'Not established.' Do not infer — only extract what was explicitly stated.

Transcript: [paste transcript]

Output format:

Metrics: [quote or 'Not established']
Economic Buyer: [quote or 'Not established']
EB Engaged: [Yes / No / Not established]
Decision Criteria: [quote or 'Not established']
Decision Process: [quote or 'Not established']
Identify Pain: [quote or 'Not established']
Champion: [name and title or 'Not established']
Champion Strength: [Strong / Moderate / Weak / Not established]
Competition: [names or 'Not established']
Paper Process: [quote or 'Not established']"

Prompt 5: Champion strength assessment

"Based on the following call transcript excerpt, assess the strength of the champion using these criteria:

(1) Have they taken internal action on behalf of this deal?

(2) Do they have the EB's confidence and access?

(3) Do they have a personal stake in the outcome?

(4) Have they shared internal information that indicates genuine advocacy?

Rate as: Strong / Moderate / Weak / Insufficient information.

Provide one sentence of reasoning for each criterion.

Transcript excerpt: [paste relevant section]"

Prompt 6: Paper process risk assessment

"Based on the following information about the prospect's procurement process, assess the risk of the paper process causing a deal to slip the stated close date. Identify the single most likely source of delay and the recommended action to mitigate it.

Close date: [date]

Paper process information: [procurement/legal/security/finance steps]

Current date: [date]"

Deal Review Prompts

Prompt 7: Deal health summary for pipeline review

"Generate a one-paragraph deal health summary for the following deal, suitable for presenting in a 15-minute pipeline review. Include: MEDDPICC completeness score, the single biggest risk, the single most important action required in the next 7 days, and your confidence assessment on the stated close date (high / medium / low) with one sentence of reasoning.

Deal data: [paste full deal record or CRM notes]

Close date: [date]

Stage: [current stage]"

Prompt 8: Deal risk identification

"Review the following deal and identify the top 3 risks that could prevent it from closing by the stated close date. For each risk, state:

(1) the risk

(2) the evidence that supports it

(3) the recommended action.

Deal data: [paste deal record]

Close date: [date]"

Prompt 9: Mutual success plan draft

"Generate a draft Mutual Success Plan for the following deal. Include: shared objective paragraph, vendor-side action table (with owner and date columns), buyer-side action table (with owner and date columns), shared milestones table, and a risks and dependencies section.

Deal context: [company name, close date, key stakeholders, established next steps, known procurement steps, implementation timeline]"

Prompt 10: Competitive positioning assessment

"Based on the following information, assess the competitive position of [product] against [competitor] in this deal. Reference the prospect's stated decision criteria. Identify:

(1) where we have an advantage

(2) where the competitor has an advantage

(3) the single most important thing the champion should say in internal conversations.

Decision criteria: [list]

Competitor in evaluation: [name]

What’s been said about the competitor: [notes or transcript excerpt]"

Coaching Prompts

Prompt 11: Rep MEDDPICC gap pattern analysis

"Review the following MEDDPICC data for [rep name]'s 6 most recent closed-lost deals and identify:

(1) which MEDDPICC elements were most commonly missing or weak at Stage 4+

(2) whether there is a pattern in the element most correlated with loss

(3) the single coaching recommendation with the highest expected impact.

Closed-lost deal MEDDPICC data: [paste for each deal]"

Prompt 12: Discovery call coaching feedback

"Review the following discovery call transcript and provide structured coaching feedback for the rep. Evaluate:

(1) MEDDPICC coverage

(2) question quality

(3) listening behaviour

(4) call objective achievement.

Call objective: [objective]

Transcript: [paste]"

Pipeline Management Prompts

Prompt 13: Forecast risk flag

"Review the following pipeline and flag any deal in the Commit category where the MEDDPICC data suggests the close date is at risk. For each flagged deal, state the specific risk and the recommended intervention.

Pipeline data: [deal list with stage, close date, MEDDPICC score, deal health score]"

Prompt 14: Stalled deal action plan

"The following deal has been in [stage] for [number] days — [X]% longer than the team median. Based on the MEDDPICC data, identify the most likely reason for the stall and generate a specific 3-step action plan to advance the deal in the next 14 days.

MEDDPICC data: [paste]

Last activity: [date + description]"

Prompt 15: Weekly pipeline narrative for manager

"Generate a weekly pipeline narrative for [rep name]'s pipeline, suitable for sharing with the sales manager before a pipeline review. Include: total pipeline value by stage, MEDDPICC health summary, top 3 deals with status + risk assessment, and 2–3 recommended focus areas.

Pipeline data: [paste]"